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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,461 | $49,976-5.0% | $66,674-28.8% | $82,637-42.6% |
| Participation rate | 42.0% | 63.1%-21.1pp | 73.7%-31.6pp | 68.1%-26.0pp |
| Annual return | 15.74% | 39.09%-23.4pp | 321.24%-305.5pp | 53.51%-37.8pp |
| Employer contribution / active EE | $1,201 | $1,988-39.6% | $2,620-54.2% | $2,552-52.9% |
| Participant deferral / active EE | $1,403 | $2,847-50.7% | $4,084-65.6% | $4,126-66.0% |
| Admin fee / account holder | $3,782 | $4,594-17.7% | $5,098-25.8% | $7,339-48.5% |